Gurusblog @Gurusblog
Buscando lo que no sabíamos que queríamos saber. Bolsa | Finanzas | Inversión | Economía gurusblog.com Madrid, Comunidad de Madrid Joined April 2007-
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Stock concentration is truly historic: The top 10 companies now reflect a record 34% of the S&P 500 market cap, the most in over three decades. This is even higher than just before the pandemic in March 2020 when the share was around 31%. It also exceeds the 2000 Dot-Com…
US small bank cash reserves plummeted by $258 billion last week below the level considered a constraint, according to ZeroHedge. This excludes a $126 billion still sitting at the Fed’s emergency lending program that expired in March. It marked the largest decline in bank…
Lo de las cifras de Microsoft es muy meritorio
Lo de las cifras de Microsoft es muy meritorio
This is almost an exact copy of what $META did in Q4 2023. As we have been pointing out, buybacks are on track to cross a record $1 trillion this year. Expect more buyback announcements into Q3 and Q4 2024. Follow us @KobeissiLetter for real time analysis as this develops.
Os dejo el saldo neto de la inversión entre compra y venta de jugadores en las últimas 4 temporadas. Algunas reflexiones: 1) Que el FCB no pase de cuartos en Champions tiene cierto sentido comparado con el saldo neto de inversión de otros clubs TOP. 2) Lo del Real Madrid es un…
$TSLA Q1 2024 Revenue -9% *Automotive -13% *Energy Gen. & Storage +7% Gross Profit -18% *marg. 17.4% (19.3%) EBIT -56% *marg. 5.5% (11.4%) Adj. EBITDA -21% *marg. 15.9% (18.3%) EPS -53% FCF -674%
Y aquí tienen la única solución al problema del precio de la vivienda. Y Viena no es Venezuela.
Y aquí tienen la única solución al problema del precio de la vivienda. Y Viena no es Venezuela.
Deutsche now sees the ECB delivering 75 bps worth of rate cuts for this year forexlive.com/news/deutsche-…
REMEMBER THE DAY RUSSIA INVADED UKRAINE ? THE MARKET OPENED THE DAY DOWN LIKE 3% AND SOMEHOW THE STOCK MARKET ACTUALLY CLOSED THE DAY GREEN
Macro research vs equities
Contradicciones en el tema de “Golden Visa” Aparte de ver que primero mejoran el sistema para cargarselo despues (ver recortes de titulares adjuntos) lo que no entiendo es como el establecer un atractivo sistema de Impatriados en el IRPF no afecta para el gobierno al segmento de…
Hay q reconocer que es imposible resumir mejor la historia monetaria de los últimos 80 años
Hay q reconocer que es imposible resumir mejor la historia monetaria de los últimos 80 años
Total credit card debt is skyrocketing as savings rates have crashed. Total revolving credit in the US is now at $1.3 TRILLION, up from ~$960 billion in 2021. Meanwhile, the savings rate has plummeted to just 3.6% as affordability hits record lows. Interest rates on credit…
Einstein era físico, no asesor del Mediolanum ;))) @joantubau
20,4x el Ebitda esperado del 2024
Good Morning from #Germany, where productivity growth has halved in recent years. Acc to a study by McKinsey Global Institute productivity growth in Germany was 1.6% between 1997 and 2007 and halved to 0.8% between 2012 and 2019. The reason for this is net investment, which has…
"Analysed across all rich countries, birth rates are no higher among those where childcare is fully subsidised than those where parents pay eye-watering fees — the link between births and total spending on family-friendly policies is negligible." on.ft.com/49ijGpB
El Banco nacional suizo baja tipos de interés tras controlar la inflación. En la segunda imagen, el histórico de sus tipos de interés desde el año 2000.
Good Morning from Germany, home of the largest manufacturer artillery ammunition Rheinmetall, an outlier in the declining German industrial landscape. W/a performance of 424% since 2022, the stock is 2nd best performing in MSCI World, better than Nvidia or energy drink maker…
Luis Torras @TorrasLuis
27K Followers 5K Following Seeking durable & predictable biz | WA & AM at @edm_am | Board of Directors @koalasicav | Academic collaborator at @ief_web @efpa_es
Sebastián Puig ⚓ @Lentejitas
34K Followers 4K Following Marino, analista, escritor, conferenciante. Por la profesionalidad, ética y sensatez económica en @Thinknomics @sintetia y otros. #Jazz lover. #Twecos 2024
FrankBascombe @FrankTornen
9K Followers 5K Following Comfortably liberal. United Kingdoms of Iberia.
Edu Riera @Edu_Riera_
19K Followers 642 Following trying to live pleasantly and meaningfully at @Zrive_
David Galán 📈 @DavidGalanBolsa
67K Followers 963 Following 📈Inversor.Lector.Padre.Coruñés.18 años en bolsa y 16 en https://t.co/UnfSltAQlP 👨🏾🏫Director bolsa EFBS 📺Youtube 70K:https://t.co/zM5JI6spv7
Javier G. Recuenco @Recuenco
34K Followers 7K Following Ex-IT nerd. Complex Problem Solver. CSO @SingularSolving. MENSA. Author. Bookworm. Academic Dr. CPS & AI Council at @uniruniversidad. Haber elegido Telecinco™
Juan A Beño🐟 @jbegno1
9K Followers 467 Following ACABAR CON LA TONTERÍA DEL MUNDO FINTWITTER ANTIFARSANTES, ANTIVENDEBURRAS ,ANTI IF, ANTICOPYWRITING.
Bolsaporcarlosmaria @Bolsacarlosmari
36K Followers 249 Following Una visión particular de los mercados. Inversor particular y economista, comparte con ustedes mi propia visión de la evolución del mercado de valores.
Dinero y Bolsa @dinerobolsa
53K Followers 743 Following Compra libertad financiera, tiempo y tranquilidad gestionando con cabeza tu 𝗱𝗶𝗻𝗲𝗿𝗼 e invirtiendo en 𝗕𝗼𝗹𝘀𝗮.
La Anchoilla 🦈 de .. @AnchovyofWS
26K Followers 537 Following 'He bebido más cerveza, he meado más sangre, he echado más polvos y he chafado más huevos que todos vosotros juntos.' Estrategia inversión BUY&PRAY🙏& CRY😭
Jose Luis Benito @jlbenitocorres
20K Followers 2K Following True Value Investments SGIIC. Value Investing, Finanzas en la vida real y Fiscalidad para la Inversión. Intentando aplicar el Sentido Común en todo lo que hago.
Icaria Capital @IcariaCap
27K Followers 822 Following Profesor de IEB · OMMA · EF Gestor de Fondos Senior en Andbank | Libro: https://t.co/tDNzPRIr6G Telegram: https://t.co/azo1H8GF0c | IG: @santisocarlos
Aswath Silber @Aswath_Silber
11K Followers 570 Following Inversor de la vieja escuela curtido por el crack del 29 y el estraperlo en la posguerra
Marc Garrigasait @marcgarrigasait
18K Followers 323 Following Investment Fund manager at Japan Deep Value Fund, Panda Agriculture & Water Fund & Koala Capital Sicav. Blog: https://t.co/XAuZO0u7Tm
Alejandro Estebaranz @alex_estebaranz
72K Followers 1K Following Presidente True Value Investments SGIIC S.A. | True Value F.I. ( ES0180792006). Value investor. Ingeniero en org. Industrial y @Artedeinvertir
Gerardo Ortega @Ortega_Gerardo
22K Followers 389 Following Analista indep y colaborador de CMC Markets. Economista. Asesor Financiero Certificado. Blog @expansioncom https://t.co/whiEuIKc5I
Droblo @droblo
11K Followers 4K Following Escritor y trader https://t.co/svldjEPJAU… Rankia Thinknomics Amazon
Tolarsi @Tolarsikx1
0 Followers 58 Following
Pjme1976 @1976pjme
2 Followers 114 Following
stannymarshespark @stannymars96558
104 Followers 650 Following
Enrique Soto @esoto
2K Followers 692 Following PGA of GB & I @thepga Jugador Profesional de Golf. Derecho y ADE. Director Academia @CostaBallenaGC
Shorthee @shorthee82477
3 Followers 174 Following
DaniML @dmlesma
62 Followers 1K Following
Cyloshought @cyloshough438
52 Followers 2K Following
Alvin Marc @alvin_marc
131 Followers 836 Following Researching in progress… [email protected] | [email protected]
Piston McRiston @PistonMc
34 Followers 5K Following Como una gran pensadora dijo una vez, 'Hay que ocuparse, no preocuparse'.
Luis @Luis42057309
0 Followers 61 Following
OSCAR VALVERDE @Oscar__Valverde
160 Followers 1K Following Me interesa todo lo que pueda estar relacionado con el #empleo y #reclutamiento en #internet..... #infojobs #adevinta #sales
Al Man @Planaman
2 Followers 437 Following
Mayo @JoseMayoD
17 Followers 216 Following
Gustavo Castellanos @gacv98
42 Followers 203 Following
Silver Stein @silverstn10
475 Followers 659 Following Analista técnico e Inversor | Xtb Latam | Avatrade UK / IG: @silverst10
Smeatacheigh @smeatachei55864
47 Followers 2K Following
Sashosm @Sashosm141134
17 Followers 2K Following
English Learning @QadirSyed93672
915 Followers 8K Following English conversation instructor | Data Analyst
Julio Sasieta @JulioSasieta67
1 Followers 32 Following
Iñigo @Iigo23032470452
1 Followers 49 Following
ETC_Facts @etc_facts
595 Followers 2K Following Inversor Value a largo plazo. Información financiera variada y sobre la empresa española de energías renovables Energy Solar Tech $ETC
Robertocuello2001 @Robertocuell21
24 Followers 283 Following
Why Gin @why_gin29640
28 Followers 24 Following
Mar Solis @Mar_Solis2
4 Followers 20 Following
Recortes de Economía @blogdeeconomia
2K Followers 704 Following Blog-guía personal con el que sigo la Actualidad Económica-Financiera-Bursátil en la red de una forma ordenada #economia #finanzas #bolsa
Slytheson @slytheson98924
126 Followers 3K Following
lbitmanc @lbitmanc
7 Followers 118 Following
mv @mvaleromtz
17 Followers 623 Following
Andres @Andres68039486
1 Followers 126 Following
Stushidoa @stushidoa1813
105 Followers 2K Following
BOHO Hausverwaltung @BOHOHV
269 Followers 1K Following Schöner Wohnen in Zittau und Görlitz. Wohnungen und Häuser zur Miete in denkmalgeschützten Häusern mit viel Charme. Das BOHO-Team freut sich auf Ihren Anruf.
Ingresos Online @IngresosOnline0
332 Followers 2K Following 💻💸 Descubre oportunidades, estrategias y consejos para maximizar tus ganancias desde casa. ¡Únete a la revolución financiera digital! 🌐✨
Audrey @lethetoa41055
28 Followers 331 Following When falling in love, some lose their head and others lose their heart.
Sol @Soleacuario63
811 Followers 1K Following Maestra de E. I. aprendiendo siempre.Del Atleti,…Galicia siempre en el corazón. De la Peña Rojiblancas. Gourmet Expirience
Datoshay @datoshay37715
28 Followers 430 Following 知道我是誰的人就不要戳破了🫣 要不然我會把你戳壞😈😈 https://t.co/tuLspyyodW
Teste @Teste19164
50 Followers 2K Following
Thedoas @Thedoas1877
151 Followers 4K Following
Juliana @JulianaJul26700
923 Followers 704 Following Keeping my heart wild and free 🌿🌸 🕊️ Flying high on dreams and high heels.
Nesheeth @Nesheeth227134
66 Followers 2K Following
Hinilat @Hinilat173306
169 Followers 2K Following
Santiago Garcia @Santi_gar18
4 Followers 54 Following
_SarJ_AJ728 @SAj7283603
2 Followers 226 Following
Sulle @Sulle853224
16 Followers 389 Following
VidaEquilibrada @VidaEquilibrad4
147K Followers 13K Following 👩👦Mi madre y yo, compartimos frases, reflexiones y juegos para tener una vida saludable y feliz. Visibilizamos la importancia de la salud mental(◍•ᴗ•◍)❤🧠💪.
Hugo Ferrer @ContraInvest
68K Followers 1K Following ► Gestor Inversiones en GPM ► Profesor Experto Bolsa Universidad Alicante ► Columnista medio nacionales ► 🎓 Únete al Club Bursátil https://t.co/TOoko0h4VP
Luis Torras @TorrasLuis
27K Followers 5K Following Seeking durable & predictable biz | WA & AM at @edm_am | Board of Directors @koalasicav | Academic collaborator at @ief_web @efpa_es
Sebastián Puig ⚓ @Lentejitas
34K Followers 4K Following Marino, analista, escritor, conferenciante. Por la profesionalidad, ética y sensatez económica en @Thinknomics @sintetia y otros. #Jazz lover. #Twecos 2024
FrankBascombe @FrankTornen
9K Followers 5K Following Comfortably liberal. United Kingdoms of Iberia.
Javier G. Recuenco @Recuenco
34K Followers 7K Following Ex-IT nerd. Complex Problem Solver. CSO @SingularSolving. MENSA. Author. Bookworm. Academic Dr. CPS & AI Council at @uniruniversidad. Haber elegido Telecinco™
José Luis Cárpatos @carpatos
62K Followers 120 Following X personal. Socio-Director inversiones EAF Gloversia. Director https://t.co/htBUbW3tpj. Intefi Escuela Negocios. Opiniones personales no doy nunca recomendaciones
Jose Luis Benito @jlbenitocorres
20K Followers 2K Following True Value Investments SGIIC. Value Investing, Finanzas en la vida real y Fiscalidad para la Inversión. Intentando aplicar el Sentido Común en todo lo que hago.
Icaria Capital @IcariaCap
27K Followers 822 Following Profesor de IEB · OMMA · EF Gestor de Fondos Senior en Andbank | Libro: https://t.co/tDNzPRIr6G Telegram: https://t.co/azo1H8GF0c | IG: @santisocarlos
Aswath Silber @Aswath_Silber
11K Followers 570 Following Inversor de la vieja escuela curtido por el crack del 29 y el estraperlo en la posguerra
Marc Garrigasait @marcgarrigasait
18K Followers 323 Following Investment Fund manager at Japan Deep Value Fund, Panda Agriculture & Water Fund & Koala Capital Sicav. Blog: https://t.co/XAuZO0u7Tm
Alejandro Estebaranz @alex_estebaranz
72K Followers 1K Following Presidente True Value Investments SGIIC S.A. | True Value F.I. ( ES0180792006). Value investor. Ingeniero en org. Industrial y @Artedeinvertir
Antonio R. Rico @AntonioRRico
30K Followers 71 Following Gestor de @BaeloPatrimonio en AndBank. Editor de la @ColeccionBaelo. Ex-piloto de avión (18 años y 3000 horas de vuelo). Padre de dos, Claudia (12) y Nico (9).
Gerardo Ortega @Ortega_Gerardo
22K Followers 389 Following Analista indep y colaborador de CMC Markets. Economista. Asesor Financiero Certificado. Blog @expansioncom https://t.co/whiEuIKc5I
Droblo @droblo
11K Followers 4K Following Escritor y trader https://t.co/svldjEPJAU… Rankia Thinknomics Amazon
iñaki arrola @arrola
42K Followers 936 Following I used to sell cars at @coches, now I invest as a VC at @kfundvc
David Cano @david_cano_m
15K Followers 297 Following Socio de Analistas Financieros Internacionales (Afi). Director General de Afi Inversiones Globales, SGIIC. Patrono de la Fundación Afi Emilio Ontiveros.
Carlos Doblado @CarlosDoblado
19K Followers 429 Following Análisis técnico y otras aventuras en Zacher Asset Management. Colaborador de El Confidencial. Sígueme en mi canal de Telegram: https://t.co/C6RkyeL0dn. Exiliado.
VicenteVaro @VicenteVaro
15K Followers 2K Following Finect. Juntaletras y cuentista. Autor del libro 'Para qué sirven realmente los mercados financieros'. Papá de 6 churumbeles
Diego Arroyo @DiegoARRG
9K Followers 1K Following
SmallCapGems @Small_Cap_Gems
13K Followers 14 Following Polish your small cap gem collection. Your daily dose of market mastery and strategic insights for successful stock trading.
Magnific.ai @Magnific_AI
35K Followers 2 Following The most advanced AI upscaler & enhancer. Magnific can hallucinate and reimagine as many details as you wish (or none) guided by your own prompt and parameters!
Israel Defensa 🇮�.. @Defensa_Israel
106K Followers 372 Following Corresponsal, Comunicador y Analista en temas militares, historia, guerras y conflictos entre el mundo islámico e Israel 🇮🇱
Víctor @1982VRP
334 Followers 1K Following
The Kobeissi Letter @KobeissiLetter
504K Followers 511 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Patrick Zweifel @PkZweifel
11K Followers 794 Following Chief economist at Pictet Asset Management. Tweeting about #GlobalMacro #EmergingMarkets #China #US. All views my own. RT=interesting
Freshly Cosmetics @freshlyco
4K Followers 584 Following Welcome to the natural addiction! 🌱 Healthy, sustainable, Animal Test-Free Peta Vegan Certified & natural cosmetics for everyone. 🚀
Visegrád 24 @visegrad24
1.0M Followers 1K Following Aggregating and curating news, politics and current affairs. #BTC
OSINTdefender @sentdefender
1.1M Followers 798 Following Open Source Intelligence Monitor focused on Europe and Conflicts across the World. RT ≠ Endorsement. Want to Support my Work? https://t.co/PcUbewvWPr
Kastus Kalinouski Reg.. @belwarriors
50K Followers 35 Following The official channel of the Kastus Kalinouski Regiment — the Belarusian military unit of the Armed Forces of Ukraine.
NOELREPORTS 🇪🇺 .. @NOELreports
431K Followers 355 Following Media platform covering global conflict zones. Focus on the Russian-Ukrainian war. If you'd like to support our voluntary work: https://t.co/PmM2wwDA1Y.
International Observe.. @INTobservers
23K Followers 77 Following We follow Ukrainian and Russian socials/media to give you the latest information on the Ukraine war https://t.co/7oGbsCHdKa
Quartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Hindenburg Research @HindenburgRes
610K Followers 0 Following Popping bubbles as we see them. We express strong opinions. Not investment advice.
La Guía MICHELIN @GuiaMichelin_ES
46K Followers 346 Following ¡Bienvenid@ a la cuenta oficial de la #GuiaMichelin! Descubrimientos sorprendentes, viajes memorables y curiosidades diarias de nuestros #inspectores. ¿Vienes?
Luis Suárez de Lezo @lsuarezdelezo
12K Followers 861 Following Presidente de la Real Academia de Gastronomía de España
Junheng Li @Junheng_Li
7K Followers 42 Following Founder of JL Warren Capital LLC. Author of "Tiger Woman on Wall St" (McGraw Hill 2013). Previously L/S tech analyst.
Francis Fukuyama @FukuyamaFrancis
268K Followers 805 Following Senior Fellow at Stanford's Freeman Spogli Institute, Director, Ford Dorsey Masters in Intl Policy @StanfordCDDRL Instagram: francis.fukuyama
Mark Hertling @MarkHertling
481K Followers 205 Following Retired soldier. Loves family, dedicated to nation. Student of leadership, nat’l security & healthcare. Cardinals fan.
Максим @kms_d4k
143K Followers 58 Following Ukrainian Officer 🇺🇦🇺🇦🇺🇦 EOD forces💣 military engineering⚙️🛠. FIGHTING RUSSIAN INVASION RIGHT NOW⚔️ Support me visit our charity fund 👇 and comment Max
Defense of Ukraine @DefenceU
2.1M Followers 74 Following Official page of the Ministry of Defense of Ukraine 🇺🇦 Ukrainian MoD on Telegram: https://t.co/Ei2jAK4vla
Mykola Bielieskov @MBielieskov
59K Followers 2K Following Research Fellow at National Institute for Strategic Studies under UA President/senior analyst at Come back alive; all ideas tabled here are my private position.
Bill Browder @Billbrowder
388K Followers 1K Following CEO Hermitage Capital, Head of Global Magnitsky Justice campaign, and Author of Red Notice & Freezing Order (April 2022)
Def Mon @DefMon3
249K Followers 386 Following Money, Men and Munition is needed to win against Russia. Not Tom Clancy My Russophobia is not based on fear.
Garry Kasparov @Kasparov63
1.1M Followers 826 Following VP of @WLCongress. Chairman of @Renew_Democracy & @HRF. Activist, author, speaker, 13th World Chess Champion. Telegram: https://t.co/TYTIn7DdyS
Viktor Kovalenko @MrKovalenko
58K Followers 241 Following Analyst on Ukraine & Russia | Ukrainian combat veteran 2014-2015 | Former journalist, editor, university professor | Views are my own | #StandWithUkraine
WarTranslated (Dmitri.. @wartranslated
582K Followers 802 Following 🇪🇪 Estonian-born blogger | https://t.co/9xI5FOCv5u | DMs open for submissions and comments
✙ Constantine ✙ @Teoyaomiquu
78K Followers 686 Following Ukrainian Combat Veteran 2014-2015; Software Engineer; Living in TX for past 4 years. Supplying drones to 🇺🇦Ukrainian Armed Forces
Revista Ejércitos @REjercitos
102K Followers 2K Following Ejércitos - Revista digital sobre Defensa, Armamento y Fuerzas Armadas. https://t.co/c92Mew4EeK
GURGAVIN @gurgavin
384K Followers 519 Following TECH FOCUSED INVESTOR & EVENT DRIVEN TRADER ( THIS IS MY ONLY ACCOUNT I WILL NEVER REACH OUT FROM ANY OTHER ACCOUNT )
J. like JJ 🇫🇷 �.. @HeliosRunner
39K Followers 720 Following J'avais pris un nv compte pour me détendre... C'est raté. ex Night Owl - ex consultant - Nowadays cat specialist. Cartes, réflexions & Analyses... parfois.
𝔗𝔥𝔢 𝔇𝔢.. @TheDeadDistrict
139K Followers 88 Following
🇺🇦 Ukraine Weap.. @UAWeapons
859K Followers 31 Following Debunking & Tracking Usage/Capture of Materiel in Ukraine. An archive as of 23rd of October 2023.
Mriya Report @MriyaReport
85K Followers 843 Following Mriya Report is hosted by volunteers from around the world. We broadcast the news from Ukraine, interviews and analysis 24/7. Our aim is to increase awareness.
WarMonitor🇺🇦 @WarMonitor3
559K Followers 288 Following Reporting On Wars-Currently #UkraineWar #OSINT
Special Kherson Cat �.. @bayraktar_1love
369K Followers 214 Following Cat owner from Kherson🇺🇦. Here I post mainly about ongoing war in Ukraine and situation in my hometown Kherson, liberated 11/11/2022. (fled from Kherson)
Topik Restaurant @topikrestaurant
6K Followers 2K Following Especialistas en atún, ostras,erizos,caza y arroces.Buena carta de vinos y sakes,
Javier Blas @JavierBlas
297K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
Michael Burry Archive @BurryArchive
244K Followers 21 Following Archive of @michaeljburry tweets Stock tracker @BurryTracker
Capital Energy @_CapitalEnergy_
3K Followers 359 Following #NuestraEnergíaEsInagotable ♻ Somos la primera eléctrica 100% renovable de la península ibérica.
ChrisO_wiki @ChrisO_wiki
196K Followers 339 Following Independent military history author and researcher. Also at https://t.co/T008p5JDEr
Lombard Odier @lombardodier
61K Followers 155 Following Rethinking everything since 1796. Shaping global wealth whilst guiding our clients towards a sustainable economy.
The tale of hardware vs. software visualized through four decades of market cap development. Four intriguing facts: → In 1981, $IBM sparked the personal computing revolution with the release of its blockbuster IBM PC. → $MSFT was assigned to develop the operating system…
The most concerning part about this is that most Europeans don't realize how stagnant Europe has now become Europeans are literally blue-pilled and are mostly concerned with climate change, immigration and the Ukraine war Nobody in Europe is thinking why increasingly everything…
Wake up Europe, the digital age is bypassing you. You have no Google , Amazon, Meta, Apple. You arrogantly called SpaceX a fanciful dream and it wiped out the European Space Agency. You have no Nvidia and your response to AI has been to regulate before you have anything domestic…
Molins ya está en caja neta. A 9 veces cash flow libre de capitalización,creciendo más de lo aparente (hay divisa e hiperinflaciones...que ya decaen a lo bestia,caso Argentina)
Recuerden que Puig Brans no consolida ISDIN...pero tiene el 50%. Factura casi 600€M ISDIN sola y genera 83€M. Esto son otros 1200/1400€M en la valoración del conglomerado. O casi 900€M de cash flow'23. Ponganle el multiplo que crean por encima de 14 veces y tendrán su valor
US small bank cash reserves plummeted by $258 billion last week below the level considered a constraint, according to ZeroHedge. This excludes a $126 billion still sitting at the Fed’s emergency lending program that expired in March. It marked the largest decline in bank…
@agustin11_ Por dios sos un genio hermano!! Hice mi primera compra para una campera de invierno…. Si llega todo bien y todo tal cual lo planeado… será la primera de muchas
This chart from Goldman Sachs is eye-opening: Asset-heavy stocks have underperformed a great deal. Given the accelerating pace of innovation so apparent all around us, it’s tough to suggest that investors should shun capital-light industries that continue to compound such…
The Art of Stock Picking is the best speech Charlie Munger ever gave He explains how to beat the stock market in 20 pages I am sharing it with you for free:
Lunes 29 de abril de 2024. Comparecencia de Pedro Sánchez en el Palacio de la Moncloa
Datos Interesantes sobre los impuestos españoles 1 Recaudacion Total
¿Que impuestos pagamos y cuanto de media los españoles? Interesante y completísimos estudio del Servicio de Estudios de del Consejo General y el Registro de Economistas Asesores Fiscales (REAF), economistas.es/Contenido/Cons…
You can't make this up: Prediction markets now show a 36% chance of ZERO interest rate cuts in 2024, according to @Kalshi. To put this in perspective, 4 months ago there was a ~3% chance of no rate cuts in 2024. The base case has gone from 6 rate cuts to 1 rate cut this year.…
BREAKING: Google stock, $GOOGL, soars over 12% after beating earnings expectations. The company reported revenue of $93.5 billion and EPS of $$1.89. Google also declared a $0.20 dividend for the first time in history and issued a $70 billion stock buyback. It seems like Google…
@Alejandroperez Faltan un par de detalles, por ejemplo: chasis, suspensiones y bieletas de dirección de 💩 (Tesla) frente a sistemas muy evolucionamos a lo largo de décadas; ¿qué quieres que se interponga entre la carretera y tu y tu familia? ¡Ah!
*TESLA 1Q ADJ EPS 45C, EST. 52C *TESLA: UPDATED OUR FUTURE VEHICLE LINE-UP
El notable crecimiento del margen de intereses volvió a impulsar la mejora de la rentabilidad del sector bancario en 2023, que aumentó ligeramente su solvencia, pero sin acortar la distancia que la separa de la media de la Unión Europea bde.es/wbe/es/inicio/… #bdeIEF 4/5
Exxon’s New Oil Project to Lift #Guyana Output Past #Venezuela Whiptail will lift Guyana output to 1.2 million barrels a day South American nation could produce 40% more than Venezuela #oott bloomberg.com/news/articles/…
"Gold invites violence...At Bretton Woods, the United States seized the world's gold and then took it hostage, and then Nixon killed all the hostages in 1971." - @saylor
The paper titled "The Equity Compounders" was published by Morgan Stanley in 2016. "These compounders have generated superior risk-adjusted returns across the economic cycle". 🧵 Our 6 favourite highlights:
Total credit card debt is skyrocketing as savings rates have crashed. Total revolving credit in the US is now at $1.3 TRILLION, up from ~$960 billion in 2021. Meanwhile, the savings rate has plummeted to just 3.6% as affordability hits record lows. Interest rates on credit…
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